Redeye's latest research
The latest research from Redeye
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Latest posts
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Xbrane Biopharma (Q3 Interview): On the Lucamzi approval, Xdivane progress, Q3-report and the road ahead
We had a chat with Martin Åmark, CEO of Xbrane Biopharma, following the Q3 report and the FDA approval of Lucamzi. We discuss the road to a US launch, the development of Ximluci in Europe, Xdivane progress and the company’s financing situation.
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Moberg Pharma: Moberg Pharma: U.S. patent extends IP runway to end of 2041
This morning, Moberg Pharma announced that the USPTO has granted a patent covering an improved dosing regimen for MOB-015, with projected expiry in December 2041. The U.S. is the first market to grant a patent on the improved dosing, and corresponding applications are under…
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4C Group (Q3 Initial take): Weaker topline, tighter cost base
Redeye comments on 4C Group’s Q3 2026 report, which showed a weaker-than-expected topline as deal delays, primarily in North America, persisted during the quarter. The cost base continued to tighten, with total costs down approximately 17% YoY, while the order book remained…
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NYORDA (Q3 Initial take): Broad-based growth and a beat on every profitability line
Redeye provides an initial comment on Nyorda's Q3 2026 report. This was a clearly strong quarter, with net sales 7.6% above our estimate and all underlying metrics improving, including our normalised cash flow proxy. Metapic grew 18% year-on-year against our estimate of 13%,…
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RaySearch Laboratories (Q3 Initial take): Record sales, but margins disappoint
RaySearch reported record Q3 sales, in line with our already high expectations. However, a significantly lower gross margin, driven by a higher share of hardware sales, resulted in EBIT falling well short of our estimates. The company reiterates its FY 2026 EBIT margin target of…
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Truecaller (Q3 Initial take): Back to growth – preliminary figures confirmed, tax provision added
Truecaller's Q3 report confirmed the preliminary figures published on 19 October (see our note "Truecaller: Strong Q3 preliminary figures – India tax bill now has a number"). Net sales are back to growth in constant currency, with all revenue streams growing sequentially.…
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Hacksaw (Q3 Initial take): In line with preliminary results
Redeye comments on Hacksaw’s Q3-results which were in line with the preliminary results released on October 12. The report gives more colour on the soft topline, where the company highlights a negative impact from changes in the game mix, which it has since addressed by…
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Lytix Biopharma: NeoLIPA hits primary endpoint
Redeye is optimistic after Lytix' announcement that the investigator-initiated phase II study NeoLIPA, which tests ruxotemitide with pembrolizumab before surgery in resectable melanoma, has met its primary endpoint of pathological complete response (pCR). We view the readout as…
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Invisio (Q3 Review): Strong order intake supports a solid year-end
Redeye updates on Invisio after Q3-results, which were weaker than expected owing to lower revenue and a soft gross margin. Order intake was, however, solid and supports our expectations of a strong year-end performance. While the soft Q3 leads to a mechanical cut to our 2026E…
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Freemelt (Q3 Preview): Building the order backlog
Redeye provides its estimates ahead of Freemelt’s Q3 report. We expect somewhat lower sales and earnings compared to Q3’25. But more importantly, we will most likely see significantly higher order bookings and an order backlog at all-time high. This obviously follows on the…
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Smart Eye (Q3 Preview): Summer seasonality mid EU ramp
Redeye provides a preview ahead of Smart Eye’s Q3 2026 report, scheduled for 17 November. Q3 should be the first quarter with close to full EU take rate under GSR, but we expect seasonally lower European volumes to offset much of that gain before bouncing back in Q4 with higher…
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Relais Group (Q3 Interview): Two business areas deliver, Technical Wholesale in focus
Redeye interviews Relais’ CEO, Christian Gebauer, about the company’s Q3 2026 report. We discuss the strong earnings in Commercial Vehicle Services and Products and Solutions, and the profit improvement programme in Technical Wholesale. We also cover the end of fuel subsidies in…
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Invisio (Q3 Interview): Strong order intake and continued high market activity
Redeye has interviewed Invisio’s CEO, Lars Højgård Hansen, in connection with the company’s Q3-results. We discuss the key developments of the quarter, including the somewhat soft gross margin, the drivers behind the strong order intake and the recovery in the US. We also…
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CI Games: Comment on new loan agreement
Redeye provides a comment following CI Games’ announcement of a new syndicated term loan of EUR28.6m. The agreement concludes the debt negotiations highlighted in our Q2 review, and we view the outcome positively, as it fully finances the release of LOTF II without the need for…
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Alligator Bioscience: Mitazalimab sold to Biossil
Alligator has agreed to sell all rights to the CD40 agonist mitazalimab to Biossil for USD 0.75m upfront, up to USD 108m in milestones and a mid-single-digit royalty. The sale ends Alligator's mitazalimab costs and keeps some upside for shareholders. After updating for the deal…
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KDventures: Golexanolone Fails, Umecrine Written Down to Zero
Umecrine Cognition’s phase 1b/2a study of golexanolone in primary biliary cholangitis (PBC) missed its primary cognition endpoint and showed no effect on fatigue. KDventures is writing down its 59% stake from SEK226m to zero, which reduces reported NAV by about SEK0.30 per…
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CTEK (Q3 Review): Back to growth, margins keep surprising
CTEK delivered a strong earnings beat in Q3, with adjusted EBITA of SEK37.9m, 23% above our SEK30.7m estimate, despite net sales of SEK217m coming in 7% below our SEK233m estimate. Organic growth returned to positive territory (+2%), gross margin expanded to 64.5% (59.1%) and…
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Paxman: First CIPN order
Redeye is positive about Paxman’s first commercial orders for its CIPN device. While the order of four systems is modest in value, we view it as confirmation that the launch is now under way, in line with the company’s previously communicated plan of a soft launch in selected…
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Indutrade (Q3 review): Orders keep building
Redeye updates its estimates and valuation after Indutrade's Q3 2026 report. Sales grew 13%, with 5% organic growth and 8% from acquisitions, and adjusted EBITA was 1% above our estimate at a 15.3% margin. Organic order intake grew 6% and the backlog is 11% higher y/y. We raise…